Investment outlook still positive, equity experts say
Against all odds, North American equity markets extended their upward progression for a sixth year in 2014, with U.S. stocks setting the pace. This, despite a steep late-year fall in oil prices. For a professional perspective on what this might presage for the year ahead on the investment front, Montreal Gazette reporter Paul Delean met recently with three local portfolio managers for a roundtable discussion. Here’s an edited version of that conversation with Cameron Fortin of Formula Growth Ltd., William Kovalchuk of Claret Asset Management Corp. and Bernard Gauthier of Jarislowsky Fraser Ltd.